See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,965 | $65,685-40.7% | $57,179-31.9% | $273,961-85.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.03% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.4pp |
| Employer contribution / active EE | $140,456 | $3,279+4184.1% | $2,682+5136.3% | $4,869+2784.9% |
| Participant deferral / active EE | $29,300 | $3,782+674.8% | $3,096+846.4% | $5,287+454.2% |
| Admin fee / account holder | $7,827 | $4,835+61.9% | $3,139+149.3% | $10,132-22.8% |